IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$732M
AUM Growth
-$755M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,738
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$7.55M
3
+$7.49M
4
DMRL
DeltaShares S&P 500 Managed Risk ETF
DMRL
+$7.34M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$6.94M

Top Sells

1
+$48.5M
2
+$30.8M
3
+$22.4M
4
MSFT icon
Microsoft
MSFT
+$19.8M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.2M

Sector Composition

1 Technology 6.2%
2 Financials 4.53%
3 Consumer Discretionary 4.33%
4 Communication Services 3.24%
5 Healthcare 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$389K 0.05%
34,506
+3,378
327
$388K 0.05%
2,207
-8,177
328
$387K 0.05%
2,135
-5,402
329
$386K 0.05%
18,255
-34,722
330
$385K 0.05%
14,850
+2,325
331
$385K 0.05%
11,584
+4,698
332
$383K 0.05%
+26,933
333
$382K 0.05%
12,418
+12,338
334
$381K 0.05%
16,914
-29,975
335
$381K 0.05%
4,915
-33,375
336
$381K 0.05%
3,908
+796
337
$377K 0.05%
2,368
-1,807
338
$375K 0.05%
17,920
-38,191
339
$374K 0.05%
4,340
-60,760
340
$372K 0.05%
13,191
+5,128
341
$369K 0.05%
+7,300
342
$368K 0.05%
20,145
+17,150
343
$368K 0.05%
3,530
-14,135
344
$366K 0.05%
6,353
+348
345
$365K 0.05%
23,576
+21,729
346
$363K 0.05%
2,540
-1,964
347
$362K 0.05%
5,268
-14,463
348
$361K 0.05%
1,350
-1,692
349
$357K 0.05%
2,239
-28,515
350
$355K 0.05%
4,968
-73,889
12 13
14
15 16